Title: May 2026, Version 1.168.x
Mitratech CaseCloud Matter Management Release (version 1.168.x)
CaseCloud has adopted a continuous development model, where releases are made available monthly. Each release may include new features, bug fixes, and/or minor improvements. The releases are not automatically pushed to your organization, but can be updated from the AdvoLogix Setup tab within our application. Click here for instructions on how to upgrade your organization to Mitratech CaseCloud Matter Management's latest release.
🚀API Version Updated
Before installing this update in your Salesforce organization, please follow the Pre-Installation Steps, and once the update is installed, follow the Post-Installation Steps. Failure to follow these steps may result in an upgrade failure error.
Pre-Installation Steps:
Go to Salesforce Setup.
Search for Deployment Settings under Quick Find.
Check the Allow deployments of components when corresponding Apex jobs are pending or in progress checkbox and click Save.
Post-Installation Steps:
Go to Salesforce Setup.
Search for Deployment Settings under Quick Find.
Uncheck the Allow deployments of components when corresponding Apex jobs are pending or in progress checkbox and click Save.
The API version for Lightning components, Visualforce pages, Visualforce components, and Apex classes & triggers in Mitratech CaseCloud Matter Management has been upgraded to the latest version, 66.0. This update ensures compatibility with the latest Salesforce features and improvements.
🚀Introducing Intakes
CaseCloud Matter Management introduces the Intake module - a new way to receive, review, and process incoming legal requests before they become matters. Administrators can build customized Intake Forms tailored to their organization's needs, allowing requestors to submit new legal requests with supporting details and file attachments without needing direct access to the Intake tab. Each submission can be automatically screened through a conflict check and can follow an approval workflow before being converted into a matter. The module includes all the building blocks needed to support approval routing, including email notifications and status updates. The approval workflow itself is configured by an administrator after installation to match your organization's specific requirements.
New Objects Added
CaseCloud Matter Management has added the following new objects:
- Intake object
New Fields Added
These fields must be manually added to the object's respective page layouts.
INTAKE OBJECT (Intake__c)
- Description (advpm__Description__c)
- Type: Long Text Area
- Primary Account (advpm__Primary_Account__c)
- Type: Lookup (Account)
- Primary Contact (advpm__Primary_Contact__c)
- Type: Lookup (Contact)
- Start Date (advpm__Start_Date__c)
- Type: Date
- Status (advpm__Status__c)
- Type: Picklist
- Values: Requested, In Progress, Submitted, Approved, Rejected
- Matter Record Type (advpm__Matter_Record_Type__c)
- Type: Picklist
- Values: Standard
- Type (advpm__Type__c)
- Type: Picklist (Global Value Set - Matter_Type)
- Values: Civil, Contract, Corporate Transaction, Criminal, Family, Government Affairs, IP, Litigation, Other, Personal Injury, Real Estate, Taxation
- Matter (advpm__Matter__c)
- Type: Lookup (Matter)
- Approver (advpm__Approver__c)
- Type: Lookup (User)
ACTION PLAN OBJECT (advpm__ActionPlan__c)
- Intake (advpm__Intake__c)
- Type: Lookup (Intake) - extends Action Plan functionality to support Intake records as targets.
CONFLICT CHECK OBJECT (advpm__Conflict_Check__c)
- Intake (advpm__Intake__c)
- Type: Lookup (Intake) - allows conflict checks to reference the originating Intake record.
- Potentials (advpm__Potentials__c)
- Type: Roll Up (Conflict Check Results)
- Resolved (advpm__Resolved__c)
- Type: Roll Up (Conflict Check Results)
Updated Page Layouts
These must be manually updated in the object's respective page layouts.
AdvoLogix has updated the page layouts of the following objects:
Matter Object >> All Page Layouts
- Add the following fields to Information section:
- Source Intake
Conflict Check Object
- Add the following fields to Information section:
- Intake
- Add the following fields to Statistics section:
- Potentials
- Resolved
Bug Fixes
Version 1.168.0
- Resolved an issue with the Enhanced List lightning component where field API names containing keywords (e.g. "Limit", "Order", "Where", "Group") caused the component run into an error on load.